BoldTrail: CRM Setup & Daily Use
How to Mass Email or Text Your Contacts in BoldTrail CRM
There may be times when you want to quickly send a message to multiple contacts at once—such as announcing an open house, sharing a new listing, or sending an update to your database. BoldTrail CRM allows Dalton Wade agents to send mass emails or ...
Logging Into BoldTrail CRM
To log in to your BoldTrail account, visit https://crm.daltonwade.com/ Enter your username (your email address) and password. Your username should be the email we have on file. Your default password will be your Name@daltonwade1 before you change it. ...
Updating BoldTrail Profile
Keeping your BoldTrail profile up to date ensures that your contact information, headshot, and professional details are accurate and visible to clients and colleagues. Follow the steps below to update your profile: Step-by-Step Instructions Log In ...
Importing & Exporting Your Contacts with BoldTrail
BoldTrail has an extensive library of self-help articles including how to import and export contacts in the system. For importing, BoldTrail can either do this themselves, or you are more than welcome to import contacts yourself. Please follow their ...
How to Customize Your Leads in Smart CRM View in BoldTrail
Your Smart CRM view in BoldTrail can be customized to show additional details about your contacts by adding or removing columns. This allows you to tailor the information you see at a glance to suit your workflow and preferences. Here’s how to do it: ...
Adding Your MLS ID to Your BoldTrail Account
Adding your MLS ID to your BoldTrail site ensures the system identifies your listings and displays them correctly under "My Listings." Follow these steps to set it up: Log into your BoldTrail Dashboard by going to https://crm.daltonwade.com In the ...
How to Start or Stop a Smart Campaign in BoldTrail (formally known as kvCORE)
Smart Campaigns in BoldTrail are powerful automations designed to streamline your workflow by automatically sending texts, emails, and creating tasks, allowing you more time to focus on important activities like making calls and showing homes. Follow ...
How to Find Your Unique Email, Zapier, or Zillow Key in BoldTrail (formally known as kvCORE)
Each BoldTrail user is provided with a unique Email Key, Zapier Key, and Zillow Key. These keys allow seamless integration with different lead-generating platforms, ensuring that leads flow directly into your BoldTrail account. By using these keys, ...